Get your whole life organized in one download.
The TermSmith Everyday Life Organizer Pack brings your budget, bills, savings, debts, home records, emergency information and personal goals into one tidy system. Print the pages, type into the Word versions, or let the Excel workbook do the math for you.
It’s made for students, working adults, families and renters.
What’s included
📄 20 printable PDF templates, in A4 and US Letter
- Monthly Personal Budget Planner
- Personal Expense Log
- Monthly Bill Payment Checklist, plus a 12-month bill calendar
- Personal Savings Goal Planner
- Debt Repayment Tracker
- Personal Goal-Setting Worksheet (SMART method)
- Daily and Weekly Planner
- Habit Tracker (31 days)
- Important Contacts Sheet
- Emergency Contact & Medical Information Sheet
- Household Inventory Checklist
- Home Maintenance Checklist
- Moving House Checklist
- Personal Document Expiration Tracker
- Travel Packing Checklist
- Meeting Notes Template
- Personal Appointment Planner, with a month-at-a-glance page
- Meal Planning Worksheet
- Grocery Shopping List
- Personal Annual Review Worksheet
There’s also a Complete Planner PDF for each paper size, so you can print everything at once.
📝 Editable Word (.docx) versions of all 20 templates
- Type directly into the pages.
- They open in Microsoft Word, Google Docs, Pages and LibreOffice.
📊 Excel workbook with 10 connected trackers
- Monthly Budget Calculator: plan vs. actual, with over-budget alerts
- Income & Expense Tracker: log a transaction once and the other tabs update
- Savings Goal Calculator: % complete, months left, and how much to save each month
- Debt Repayment Planner: Avalanche or Snowball method, with a projected debt-free date
- Bill Payment Tracker: overdue bills turn red, bills due within 7 days turn amber
- Household Expense Dashboard: spending by category and month, with charts
- Subscription & Recurring Payment Tracker: next renewal date calculated automatically
- Home Inventory Register: items, values, warranties and receipts, by room
- Personal Goal Progress Tracker: progress compared with time elapsed
- Annual Financial Summary: your year in numbers
The workbook comes with fictional sample data, so you can see how it works right away. It uses working formulas, dropdowns and colour-coded alerts, and you can set your own currency symbol.
📘 Quick-Start Guide
- Setup steps, printing tips and a full product index.
Why you’ll love it
- ✔ Undated: reuse it every month and every year.
- ✔ Both paper sizes: A4 and US Letter.
- ✔ Print it or go digital: PDF, Word and Excel included.
- ✔ Clean, simple layouts with plenty of writing space.
- ✔ Privacy-minded: no fields for passwords, card numbers or ID numbers.
Compatibility
- Excel 2016 or later and Microsoft 365.
- The workbook also opens in Google Sheets. Formulas, dropdowns and colours carry over; chart styling may look slightly different.
- PDFs open in any PDF reader.
Please note
- This is a digital download. Nothing physical will be shipped.
- Colours may vary slightly between printers.
- The financial worksheets are organizational tools only, not individualized financial advice.
- The license is for personal use only. Please do not resell or share the files.
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